Guides
Reports
The dashboard and the Reports page show how the shop is doing.
Updated
The dashboard
The dashboard opens when you sign in. It shows sales trends and production figures: active jobs, jobs completed today and this week, overdue jobs, an at risk list of jobs likely to run late, and your plan usage. What you see depends on your role. Revenue and money owed are for admins.
The Reports page
Admins can open Reports. Pick a day, or a range: Today, This Week, Last Week, This Month, Last Month, This Year or LifeTime. The page shows, for that period:
- Sales and the number of Orders.
- Top Account Managers, with their orders, customers and sales.
- Top Customers.
- Top Products, with units sold.
- Printer Performance.
Sales count orders that are in progress or completed. Drafts and void orders are left out.
Download a report
Choose a period, then Download Report. You get a PDF of the same figures for that period.